Cosner Financial Group LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,102 shares of the company’s stock after purchasing an additional 3,664 shares during the period. iShares S&P 500 Value ETF makes up approximately 8.2% of Cosner Financial Group LLC’s portfolio, making the stock its 5th biggest holding. Cosner Financial Group LLC’s holdings in iShares S&P 500 Value ETF were worth $12,999,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of the stock. Alpha Financial Partners LLC acquired a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at $7,385,000. Raymond James & Associates boosted its holdings in shares of iShares S&P 500 Value ETF by 1.5% in the third quarter. Raymond James & Associates now owns 833,241 shares of the company’s stock valued at $164,290,000 after acquiring an additional 12,284 shares in the last quarter. Alta Wealth Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF by 30.8% during the third quarter. Alta Wealth Advisors LLC now owns 13,160 shares of the company’s stock worth $2,595,000 after acquiring an additional 3,095 shares during the period. Columbus Macro LLC purchased a new position in iShares S&P 500 Value ETF during the third quarter worth about $1,425,000. Finally, Midwest Heritage Bank FSB acquired a new stake in iShares S&P 500 Value ETF in the third quarter valued at about $228,000.
iShares S&P 500 Value ETF Trading Down 0.2 %
NYSEARCA IVE opened at $196.62 on Monday. The stock has a market capitalization of $35.22 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business’s 50 day moving average is $194.31 and its two-hundred day moving average is $195.46. iShares S&P 500 Value ETF has a 12-month low of $175.71 and a 12-month high of $206.63.
iShares S&P 500 Value ETF Profile
iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics.
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